Assigning leads and contacts to a company

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2 Comments

  • Tara Amiri

    Can this be mass updated using an import?

     

    0
  • Jacob Spies

    Hi Tara!

    Yes! You can assign leads or contacts to a company via a CSV import. In your CSV you would want to include columns for your lead/person contact and columns containing company data so Sell can make the correct assignment. you can read in depth on how to properly set up a CSV for import here: https://support.zendesk.com/hc/en-us/articles/360041516553-Creating-a-CSV-file-to-import-leads-contacts-or-deals

    Feel free to reach out to the Sell Support team with any questions :)

    Thank you,

    Jacob Spies

    Technical Support Engineer (and master wandmaker)

    Call us at +1 888 670 4887, Mon-Fri, 8am-5pm, Pacific Time

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